Welfare broker

Plan Source

Mailing address (most recent filing)
101 S GARLAND AVE
STE 203
ORLANDO, FL 32801
Total comp
$59K
Commissions
$59K
Fees
$0
Filings
5
Sponsors
5

Plan Source at a glance

Plan Source appears as a broker on 5 Form 5500 Schedule A filings for 5 employer sponsors. Insurers reported $59K in commissions and fees paid to Plan Source.

Primary-broker plans
0
Covered premium
$7.9M
Market share
0.001%
Of all reported broker comp

Frequently asked questions

Who uses Plan Source?
5 employer sponsors list Plan Source as a broker on Schedule A of Form 5500.
How many employer plans does Plan Source serve?
Plan Source appears on 5 Schedule A filings for 5 employer health and welfare plan sponsors.
How much does Plan Source earn?
Insurers reported $59K in total compensation paid to Plan Source: $59K in commissions and $0 in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.
Not enough current filings to build analytics for Plan Source.
No sponsors where Plan Source is the primary broker on the latest filing.
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